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JP Morgan Private Wealth Advisors’s Sabra Healthcare REIT SBRA Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio SBRA Stock Details SBRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-12,316
Closed -$283K – 1502
2019
Q3 		$283K Buy
12,316
+432
+4% +$9.21K ﹤0.01% 1219
2019
Q2 		$234K Sell
11,884
-962
-7% -$18.7K ﹤0.01% 1243
2019
Q1 		$250K Buy
+12,846
New +$243K ﹤0.01% 1290

Other funds holding SBRA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

JP Morgan Private Wealth Advisors's SBRA Position: Q4 2019 in Review

JP Morgan Private Wealth Advisors sold out of Sabra Healthcare REIT (SBRA) in Q4 2019, closing a stake of 12,316 shares — an estimated $283K sold.

JP Morgan Private Wealth Advisors first reported a position in SBRA in Q1 2019 and held it in 3 quarters. The position peaked at $283K in Q3 2019. 374 funds tracked by Wall St. Rank hold SBRA as of Q4 2019.

  • JP Morgan Private Wealth Advisors reported no remaining Sabra Healthcare REIT position as of Q4 2019 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 12,316 Sabra Healthcare REIT shares in Q4 2019, an estimated $283K.
  • JP Morgan Private Wealth Advisors first reported a position in Sabra Healthcare REIT in Q1 2019 and held it in 3 quarters.
  • JP Morgan Private Wealth Advisors's Sabra Healthcare REIT position peaked at $283K in Q3 2019.
  • 374 funds tracked by Wall St. Rank held Sabra Healthcare REIT as of Q4 2019.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.